Spectora

Watch this video for an in-depth demo on Scheduling and the Inspection details page.

Inspection Details Page Demo (VIDEO)

Learn all the things you can do from the Inspection Details screen, including re-sending the the confirmation, agreement or emails.

Learning the Inspection Details Page

Learn how to easily update the address of any inspection

How to Change an Inspection Address

Keywords: assign inspector to inspection, reassign inspector on inspection, add inspector to inspection, change inspector on inspection

How to Assign Inspectors to Inspections

Katie Walls

Alannah Carroll

Support Team

FAQs and all things pertaining to the Inspection Details page

Inspection Details Page

If you're making changes to your template, here's how to have the most up-to-date report.

How to Update an Inspection with Your Latest Template

add template to inspection, add template to report, add report to inspection, add new report, add new template, add existing template

How to Add a New Report to an Existing Inspection

How to publish your report Keywords: report, publish, send to client, send to agent, locked, unlocked, publishing

Publishing the Report

What's the difference between Publish and Quick Publish?

Publish All vs Quick Publish

Need to see when a client or agent viewed a report? We log every visit to the report(s).

How to Access the Report View Log

Let your clients and agents view the report before they pay or sign an agreement, do not require payment, mark payment received, processing

How to Unlock a Report

If you, your client or your agent build a custom repair list in the RRB they can be accessed in our RRB Log.

How to View Reports Created with the Repair Request Builder

Stephanie Woodward

Megan Lefebvre

Reports

How to undo manual payment received in Fees & Payments

Remove Payment Marked 'Paid in Full'

Adding full services with agreement & Fees to an existing inspection

Adding Services to an Existing Inspection

When payment by cash, check, PayPal, Venmo, etc.

How to Manually Mark an Inspection as "Paid"

Easily update your fees and duration when updating property details

How to Recalculate Modifiers on Inspections

Keywords: add service, remove service, add testing, remove testing, add new services, remove unneeded services

How to Add & Remove Services From an Existing Inspection

Keywords: remove service from inspection, remove mold, remove radon, remove add-on, remove termite, remove residential, delete service, fee

How to Remove a Service or Add-On from an Existing Inspection

Fees & Payments

Keywords: attach a document, attach PDF, attach a report, attaching, attach, atach, add external document

How to Attach Documents to an Inspection

Additional Documents

Printing the Inspection Agreement

Updating your agreement when you edited Client Info/Address

Agreement Not Showing Correct Info

New agreement generation after scheduling.

How to Add or Remove an Agreement on an Existing Inspection

Keywords: update agreements, update agreement, update inspection agreement, edit agreement, edit an inspection agreement, edited agreement

Updating Agreements on an Inspection

Agreements

Order #s, inspection number, inspection ID editing

Changing Order ID/Order Numbers

Attach a document to an inspection without the client seeing that document.

Internal Documents

Internal

Learn how to share your report and/or the Inspection Details page with anyone.

How to Share Your Report or Inspection Details with Anyone

Keywords: resend confirmation, client didn't receive confirmation, resend agreement, resend payment link, resend to client, resend to agent

How to Resend a Confirmation Email or Text Message to the Client or Agent

Why it's important to know what factors might influence emails showing as 'delivered' or 'open'

How to Tell if Your Emails Were Opened by the Client or Agent

Keywords: disable all future communications with a client or agent, disable notifications, turn off emails, turn off texts, disable emails

How to Disable Notification Emails & Texts

Keywords: email signatures, email stationary, email header, email footer, header, footer, customize emails

Email Headers and Footers

Keywords: add photos to emails, add pictures to emails

How to Add Photos to Emails

Keywords: emails, emails not being delivered, client not receiving emails, agent not receiving emails, spam, email not sent

Ensuring Your Emails Reach Clients and Agents: Troubleshooting and Best Practices

Keywords: sending custom text messages, sending messages with custom number

How to Send Text Messages from a Custom Phone Number in Spectora

MailChimp helps you do email marketing. Our integration can keep your Spectora contacts synced with your MailChimp account, saving you time.

How to Integrate with MailChimp

Emails & Text Messages

How company admins can see changes to inspections and who made them

Viewing the Inspection Change Log

copy an inspection's address, clients, and agents for reorders, follow-ups, re-inspections, and additional services, reinspec, re-inspec

How to Reorder/Copy an Inspection

Keywords: disable CC fees, disable credit card fees, disable fees on inspection

Disabling Pass-on CC Fees for One-off Inspections

Keywords: send report to another inspection, copy report, copy, merge, merge reports

How to Copy Reports

Find, view and send a link to the client page where clients can pay, view the invoice, accept agreements, and view inspection reports.

Locating the Client View URL

Keywords: work order, print order, print work order, print job

How to Print a Work Order

Keywords: reschedule, reschedule inspection, change the time of inspection, change date of inspection, change time of booked inspection

How to Reschedule an Inspection

How to Cancel an Inspection

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